For some land conservation supporters, a bequest is the most realistic way of making a significant gift to OCT. You may provide for the OCT by:· creating a new will, · adding a codicil to your present will, · including The Compact in your revocable trust, · or designating OCT as the beneficiary of your retirement plan or insurance policy.

To ensure that your exact intentions are carried out, wills, codicils, and trusts should be prepared by and with the advice of your attorney. Mark Robinson, The Executive Director of The Compact pf Cape Cod Conservation Trust's, who advises OCT and potential and donors, is available for additional information on the various methods of designating a bequest to OCT or for guidance in planning a gift.

A bequest or beneficiary designation OCT should be made payable to the "Orleans Conservation Trust". Unless otherwise specified, a bequest to the "Orleans Conservation Trust " is interpreted as an unrestricted donation to OCT to be used in any way to serve any of its purposes.

Sample Bequest Form: A general bequest, unrestricted as to purpose:

"I give (____ dollars) or (____ percent of my estate) to the "Orleans Conservation Trust" (federal tax I.D. number: 24-7418072), a Massachusetts charitable corporation having an address at 51 Main Street, P.O. Box 1078, East Orleans, Massachusetts, for the benefit of the Orleans Conservation Trust., and for its general purposes."

Sample Bequest Form: An endowment bequest for a specific purpose:

"I give (____ dollars) or (____ percent of my estate) to the Orleans Conservation Trust., (federal tax I.D. number: 24-7418072), a Massachusetts charitable corporation having an address at 51 Main Street, P.O. Box 1078, East Orleans, Massachusetts, for the benefit of the Orleans Conservation Trust, and for (state the purpose). If, in the future, in the opinion of the Orleans Conservation trust, all or part of the income of this fund cannot be usefully applied to the above purpose (or in the above manner), it may be used for any purpose within the powers of Orleans Conservation Trust that will most nearly accomplish my wishes and purposes."

So that we can help you make sure that your intent will be realized by your provision, we would be grateful if you would mail a copy of the pertinent portion of your estate documents after your plans are finalized to OCT, P.O. Box 1078, East Orleans, MA 02643. We will respect the sensitive and confidential nature of any material you provide.The Compact of Cape Cod Conservation Trust's and OCT are available to consult with you and your advisor about bequests and other forms of charitable giving that may benefit you, your family, and land protection advanced by OCT. If you or your advisors have questions, please call us at 508-255-0183 or email octkris@verizon.net. Thank you for considering the Orleans Conservation Trust.